The Payment Methods page allows you to manage the payment methods accepted by your business. You can configure both Business Payment Methods (shared across linked businesses) and Location Payment Methods (specific to the current location).

Accessing the Payment Methods Page

1. Sign in to the system with your credentials.
2. Navigate to the "Settings" section and select "Payment Methods".

Understanding the Payment Methods Page

• Header:

  • Payments: The title of the page.

  • "ADD PAYMENT METHOD" Button: Allows you to add a new payment method.

    

• Business Payment Methods Section (when in a multi-location environment):

  • Displays a list of payment methods that are shared across all linked businesses.
    • Name: The name of the payment method (e.g., "Credit Card", "Cash", "Mobile Payment").
    • Tip: Indicates whether tipping is enabled for this payment method.
    • Change: Shows if change can be given back to the customer when using this payment method (typically applicable to cash payments).
    • Received Amount: Allows you to manually adjust the amount received from the customer for this payment method during a transaction.
    • Kick Cash Drawer: If you have a compatible printer connected, selecting this option will automatically open the cash drawer when this payment method is used.
    • Reporting ID: An identifier used for API identifications.
    • Active: Indicates whether this payment method is currently enabled and available for use.

  

• Location Payment Methods Section:

  • Displays a list of payment methods that are specific to the current location.
    • Name: The name of the payment method (e.g., "Credit Card", "Cash", "Mobile Payment").
    • Tip: Indicates whether tipping is enabled for this payment method.
    • Change: Shows if change can be given back to the customer when using this payment method (typically applicable to cash payments).
    • Received Amount: Allows you to manually adjust the amount received from the customer for this payment method during a transaction.
    • Kick Cash Drawer: If you have a compatible printer connected, selecting this option will automatically open the cash drawer when this payment method is used.
    • Reporting ID: An identifier used for API identifications.
    • Active: Indicates whether this payment method is currently enabled and available for use.

  

Adding a New Payment Method

• To add a new way to accept payments:

  1. Click the "ADD PAYMENT METHOD" button.

  2. Name it: Give this payment method a clear and easily identifiable name.

  3. Reporting: Choose the most relevant type from the "Reporting Identifier" dropdown. This helps identify transactions in API reports.

  4. Multi-Location (Optional): If your business has multiple locations and you want this payment method available everywhere, check the "Business" box. Otherwise, it will only be active at this specific location.

  5. Tipping (Optional): To allow tipping with this payment method (e.g., for credit card payments), enable the "tipping" option.

  6. Change Handling (Optional):

     • To calculate change due (e.g., for cash payments), enable the "Change" option.
     • If you enable "Change," the "Received Amount" option will appear. Use this to enter the amount the customer paid, which is useful for accurately calculating change, especially when combined with tips on cash transactions.

  7. Cash Drawer (Optional): If you need this payment method to trigger the cash drawer (e.g., when receiving cash), enable the "Cash Drawer" setting.

  8. Web Extensions (Optional, for advanced integrations): If this payment method requires running a third-party script, configure the following Web Extension details:

     • Title: Enter a descriptive title for this web extension.
     • URL: Provide the complete web address (URL) of the script.
     • Custom Fields: Enter any specific data that needs to be sent to the web extension for it to function correctly.

     

Editing a Payment Method

1. Locate the Payment Method: Find the payment method you want to edit in either the "Business Payment Methods" or "Location Payment Methods" section.
2. Click Payment Method Line: Click anywhere on the line of the selected payment method. This opens the "Edit Payment Method" modal.

Modify the Payment Method:

• Editing a Location Payment Method (Shared):

1. Name it: Give this payment method a clear and easily identifiable name.
2. Reporting: Choose the most relevant type from the "Reporting Identifier" dropdown. This helps identify transactions in API reports.
3. Multi-Location (Optional): If your business has multiple locations and you want this payment method available everywhere, check the "Business" box. Otherwise, it will only be active at this specific location.
4. Tipping (Optional): To allow tipping with this payment method (e.g., for credit card payments), enable the "tipping" option.
5. Change Handling (Optional):
   • To calculate change due (e.g., for cash payments), enable the "Change" option.
   • If you enable "Change," the "Received Amount" option will appear. Use this to enter the amount the customer paid, which is useful for accurately calculating change, especially when combined with tips on cash transactions.